Welltower (NYSE:WELL) Stock Acquired Rep. Jonathan L. Jackson

Representative Jonathan L. Jackson (Democratic-Illinois) recently bought shares of Welltower Inc. (NYSE:WELL). In a filing disclosed on March 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Welltower stock on February 11th. The trade occurred in the Representative’s “MORGAN STANLEY – ROLLOVER IRA” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $50,001 – $100,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Tenet Healthcare (NYSE:THC) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/11/2026.
• Purchased $50,001 – $100,000 in shares of Citigroup (NYSE:C) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/5/2026.
• Sold $50,001 – $100,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/5/2026.

Welltower Stock Up 0.7%

Shares of WELL stock traded up $1.31 on Tuesday, reaching $196.31. 2,589,108 shares of the company were exchanged, compared to its average volume of 3,425,296. The company has a debt-to-equity ratio of 0.45, a current ratio of 3.46 and a quick ratio of 3.46. The company has a 50-day moving average of $199.70 and a 200-day moving average of $189.43. The company has a market cap of $136.98 billion, a price-to-earnings ratio of 140.22, a PEG ratio of 1.33 and a beta of 0.82. Welltower Inc. has a one year low of $130.29 and a one year high of $216.43.

Welltower (NYSE:WELL) last issued its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.01. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same period last year, the business earned $1.13 EPS. Welltower’s quarterly revenue was up 41.3% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Analysts anticipate that Welltower Inc. will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th were paid a $0.74 dividend. This represents a $2.96 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s payout ratio is 211.43%.

Analysts Set New Price Targets

A number of analysts recently issued reports on WELL shares. Wells Fargo & Company raised their price objective on shares of Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. Wall Street Zen cut shares of Welltower from a “hold” rating to a “sell” rating in a research note on Saturday, February 14th. UBS Group set a $240.00 target price on shares of Welltower in a research report on Thursday, February 12th. Weiss Ratings lowered shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research note on Tuesday, February 17th. Finally, KeyCorp lifted their price target on shares of Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $224.71.

Institutional Investors Weigh In On Welltower

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. National Pension Service raised its stake in Welltower by 2.1% in the third quarter. National Pension Service now owns 1,691,931 shares of the real estate investment trust’s stock valued at $301,401,000 after purchasing an additional 34,532 shares in the last quarter. B&I Capital AG grew its stake in Welltower by 5.7% in the 3rd quarter. B&I Capital AG now owns 161,440 shares of the real estate investment trust’s stock worth $28,759,000 after buying an additional 8,650 shares in the last quarter. Candriam S.C.A. grew its stake in Welltower by 2.6% in the 2nd quarter. Candriam S.C.A. now owns 416,674 shares of the real estate investment trust’s stock worth $64,058,000 after buying an additional 10,584 shares in the last quarter. GDS Wealth Management increased its holdings in shares of Welltower by 13.7% in the 3rd quarter. GDS Wealth Management now owns 63,763 shares of the real estate investment trust’s stock worth $11,359,000 after buying an additional 7,699 shares during the last quarter. Finally, State Street Corp increased its holdings in shares of Welltower by 4.6% in the 2nd quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after buying an additional 1,740,196 shares during the last quarter. 94.80% of the stock is currently owned by institutional investors.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

Welltower Company Profile

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.